In many ways much has changed; in others not so much. From the servicing desk, to marketing, to new business development , to continuing professional education, to partner, my responsibilities have happily ramped up; but the constant has been the relevance of our services to our clients. Etherington Generations is in the business of risk […]
Unconquerable Human Spirit by Brian Etherington
September 21, 2020
Having contracted polio at the age of nine months many years ago and listened to the stories of how my Mother and Father coped in that pandemic; I never thought for a moment that the modern world would in my lifetime be brought to its knees by another. I was placed in quarantine in Hamilton […]
Pandemic Accelerates Estate & Wealth Management Planning
July 14, 2020
The global health crisis has understandably triggered in all of us a current awareness of our own mortality and morbidity exposure; which when combined with an upward interest and capability in digital transactions and the sudden availability of the time to ponder/review such personal planning contingencies has resulted in an acceleration of personal Estate & […]
Pandemic Accelerates Estate & Wealth Management Planning
July 13, 2020
The global health crisis has understandably triggered in all of us a current awareness of our own mortality and morbidity exposure which, when combined with an upward interest and capability in digital transactions and the sudden availability of the time to ponder/review such personal planning contingencies, has resulted in an acceleration of personal Estate […]
An Old And Reliable Friend
July 10, 2020
These past four plus months have created many shocking developments for families, businesses and communities around the globe; offset in some small way by acts of kindness, inclusion and courage which provide hope for a more equitable and just world post pandemic. One of these latter emerging positives is a renewed interest in reaching out […]
Just in Case Planning
June 9, 2020
My post of May 13th (Things To Keep In Mind) confirmed that many of our clients are currently reviewing the risk protection aspect of their estate plans in light of hopefully temporary pandemic related diminishment of business valuations, investment portfolios and employee benefit coverages. It was interesting to read Rob Carrick’s article in the May 28th […]
A Great Time to Talk
June 1, 2020
In the normal scheme of things most employee and executive benefit and pension plans tend to wander from their initial design. Almost without fail, the original relevance of these programs to the corporation’s mission statement diminishes, either because the company’s philosophy has changed or the benefit program has taken on a life of its own. […]
Underwriting in a Pandemic
June 1, 2020
During my almost 30 years of managing Etherington Generation’s Underwriting & Service desk we have seen many dramatic and positive advances. Of course, just as technology develops even more improvements, the necessary financial , medical and privacy compliance regulations expand. These latter requirements are designed to protect the vast majority of applicants for life insurance, […]
Just in Time vs Just in Case Planning: Incredible Times & Consequences
May 14, 2020
We have all found ourself in a strange place over the past 3 months as an invisible enemy penetrated the ramparts of the world , bringing with it dread or distress. Suddenly, on a dime, thoughts of Spring Break, record stock market valuations, consumer confidence and low unemployment, summer festivals and Family reunions were […]
Things to Keep in Mind
May 11, 2020
Worried, stunned and fearful as we all are by the way our world has suddenly and dramatically changed , the first thing we have to all remember, including this writer, is that treatments will emerge, a vaccine will be discovered and life will resume. Saddened by the incredible manner in which this pandemic has diminished […]
